Beatrice Rivard is a registered investment advisor, based in Davisburg, MI, with 6 years of industry experience. Beatrice is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Davisburg, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Alight Financial Solutions, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Alight Financial Advisors, LLC
February 2024 - Present · 2 yrs 8 mos
Alight Financial Solutions, LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Prudential Financial Planning Services
June 2023 - January 2024 · 7 mos
Pruco Securities, LLC.Broker
December 2022 - January 2024 · 1 yr 1 mo
Nylife Securities LLCBroker
August 2020 - December 2022 · 2 yrs 4 mos
State Registrations2 states
MINC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.